# Csla Financial Inc

> Csla Financial Inc is a state-registered investment advisory firm in Seattle, WA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 283082
- Filed as: CSLA FINANCIAL INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283082
- AdvisorCensus page: https://advisorcensus.com/firm/csla-financial-inc-seattle-wa-283082

## Quick answers

**How is Csla Financial Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Csla Financial Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Csla Financial Inc located?**
Csla Financial Inc's principal office is in Seattle, WA, according to its Form ADV.

**Is Csla Financial Inc registered with the SEC or a state?**
Csla Financial Inc is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283082.

**How much does Csla Financial Inc manage?**
Csla Financial Inc reports $7,504,069 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does Csla Financial Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (122).

**Does Csla Financial Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/283082

**What changed in Csla Financial Inc's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,504,069
- Discretionary: $7,504,069
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $7,504,069 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, LA, MA, MT, NV, OK, OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cslafinancial.com](https://cslafinancial.com)

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Csla Financial Inc (CRD 283082): Form ADV filing data as of October 2026.